---
title: Legal Intake
description: Capture every potential client. Outsource legal intake to Edge Nova for 24/7 remote reception, accurate screening, and seamless CRM data entry.
url: https://edgenovasolutions.com/virtual-assistant/legal/legal-intake/
markdown_url: https://edgenovasolutions.com/virtual-assistant/legal/legal-intake.md
type: page
slug: legal-intake
author: admin
published: 2026-07-16T12:27:29Z
modified: 2026-07-30T10:35:57Z
language: en-US
word_count: 763
tokens: 1891
---

# Legal Intake

Home›Virtual Assistants›Legal›Legal Intake

    Last updated: July 2026

  

  

  
    
      Legal · Legal Intake

      Legal Client Intake Virtual Assistant

      Responding to inquiries fast, screening and qualifying, collecting details, and scheduling consultations — so no potential client slips and attorneys get qualified matters.

      
        Book my free consultation
        See how it works
      

      US · CA · UK · AUFrom $500/moLive in 7 daysStrictly confidential

    

    
      
        

        

      

      EN

Your dedicated assistant

Online · clearing your queue

✓Morning tasks synced

✓Priority items handled

Updating your tools…

End-of-day report

Tasks cleared today27

      
        Fast

        Inquiry response

      

      
        7 days

        To go live

      

      
        SCREENED

        
          

          New inquiry

consult booked

        

      

    

  

What is a legal intake VA?

A legal intake VA manages new-client intake — responding to inquiries fast, screening and qualifying, collecting details, and scheduling consultations — so no potential client slips and attorneys get qualified matters.

The problem

Slow intake loses clients to whoever answers first.

Prospective clients hire the firm that responds first, so slow intake loses matters. A legal intake VA responds fast, screens, and books consultations — confidentially — so qualified clients don’t slip away.

LIVE QUEUE

Callslive

Chatslive

Emaillive

What&#8217;s included

What&#8217;s included.

      ✓Inquiry response

      ✓Conflict and qualification screening

      ✓Intake form collection

      ✓Consultation scheduling

      ✓CRM logging

      ✓Follow-up

    

ONBOARDING

Day 4of 7 to go-live

How it works

How it works — step by step.

      1

Respond

They respond to inquiries fast.

      2

Screen

They screen and qualify.

      3

Collect

They collect matter details.

      4

Schedule

They schedule the consultation.

      5

Follow up

They log and follow up.

    

The math

In-house vs. Edge Nova.

      

      In-house hire

      Edge Nova VA

      Cost

      –$45k–$65k/yr + benefits, equipment

      ✓From $500/mo — up to 50% less

      Time to start

      –Weeks to hire and train

      ✓Live in 7 days

      Coverage

      –One person, PTO gaps

      ✓Trained backup, your time zone

      Commitment

      –Salary + severance risk

      ✓No long-term lock-in

    

The stack

Tools they work in.

They plug into the platforms you already run — no migration required.

      Clio Grow
      Lawmatics
      Your CRM
    

Why Edge Nova

An assistant who feels in-house.

Your assistant is dedicated to your account and background-checked, trained on your tools before day one, and works under strictly confidential processes with US/CA/UK/AU coverage. You get access-controlled handling of your data, and you meet your match before you commit.

      Dedicated &amp; vetted

Background-checked, never a shared pool.

      Strictly confidential

NDAs and access-controlled handling.

      Meet before you commit

You approve your assistant first.

    

Related services

Round out your legal support.

      Legal VA hub

All the ways a dedicated VA supports your legal operations.

Explore →
      Case &amp; Document Management

Organized files and documents.

Explore →
      Billing &amp; Timekeeping

Captured time, prompt invoices.

Explore →
    

  

    
      
        FAQ
      

      
        Legal Client Intake Virtual Assistant — FAQs.
      

    

    

      
      
        
          What does a legal intake VA do?
          +
        

        
          
            They handle client inquiries, collect case details, screen potential clients, qualify leads, and schedule consultations so attorneys can focus on active matters.
          

        

      

      
      
        
          Is the intake process confidential?
          +
        

        
          
            Yes. Client information is handled through secure workflows, confidentiality agreements, and controlled access procedures.
          

        

      

      
      
        
          Do they handle conflict screening?
          +
        

        
          
            Yes — they perform preliminary conflict checks and client qualification screening based on your firm&#8217;s intake process.
          

        

      

      
      
        
          How quickly can we get started?
          +
        

        
          
            Most legal client intake virtual assistants are onboarded and ready to support your firm within 7 days.
          

        

      

    

  

  
    
      The team behind your legal VA

      Behind your legal VA: 25+ years of BPO operating experience.

      Edge Nova is led by an operator who has run inbound, outbound, and back-office teams since 1999 — across virtually every niche, for blue-chip clients. Your legal VA is recruited, vetted, and managed with that same operating discipline, and is dedicated to your account — never a rotating pool.

    

    
      1999

Operating in BPO since — 25+ years of experience behind your team.

      NCR

Dedicated teams based in India’s NCR region, assigned only to you.

      4-stage

Every hire clears a psychometric test, an SME interview, a functional-head round, then HR.

      In-house

Our own recruiters source continuously via LinkedIn &amp; Naukri.

    

  

Get started

Never lose a qualified client.

Tell us about your practice and where the time goes — we’ll reach out within one business day with a plan.

Book my free consultation

No obligation · we reply within one business day

    
    
      

        

          
            
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